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Hedge Funds Similar to Navalign,

13F Portfolio OverlapQ1 2026Navalign, portfolio →
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Most similar hedge funds by 13F overlap

Navalign, LLC is an institutional investor managing $396M across 127 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Navalign, are MOLLER WEALTH PARTNERS, Financial Futures Ltd Liability, Collaborative Wealth Managment, with shared positions in $FLEX, $SCHW, $DDOG, $AMN, $SOLV, $FCFS. The full ranking of 25 similar funds is below.

#1MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$FLEX$SCHW$DDOG
$507M
67 positions
#2Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$SCHW$AMN$SOLV$DDOG$FCFS
$228M
72 positions
#3Collaborative Wealth Managment Inc.Passive
Notable overlap · 3 shared positions
$FCFS$AMN$SOLV
$218M
162 positions
#4Trace Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$FLEX$AMN$SCHW
$133M
66 positions
#5COMMON FUND FOR NONPROFIT ORGANIZATIONSSmart money
Notable overlap · 3 shared positions
$FLEX$SCHW$COP
$1.0B
26 positions
#6VeraBank, N.A.Active
Notable overlap · 4 shared positions
$FLEX$SCHW$AMGN$KO
$546M
173 positions
#7Cornerstone National Bank & Trust CoPassive
Notable overlap · 5 shared positions
$FLEX$JCI$KO$TJX$COP
$271M
209 positions
#8Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$SCHW$AMN$DDOG$BAC
$335M
104 positions
#9Etesian Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$FCFS$FLEX$AMN$SCHW$BAC
$313M
138 positions
#10IF Advisors, LLCPassive
Notable overlap · 3 shared positions
$SCHW$AMN$DDOG
$141M
53 positions
#11ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 4 shared positions
$SCHW$AMN$DDOG$KO
$158M
125 positions
#12LYRICAL ASSET MANAGEMENT LPActive
Notable overlap · 4 shared positions
$FLEX$JCI$UBER$CI
$6.6B
39 positions
#13Flagstone Financial ManagementSmart money
Notable overlap · 4 shared positions
$SCHW$AMN$UNP$BAC
$403M
71 positions
#14WealthCollab, LLCPassive
Some overlap · 4 shared positions
$SCHW$AMN$DDOG$COP
$243M
977 positions
#15Burton Enright WelchActive
Some overlap · 5 shared positions
$AMN$SOLV$MCK$SCHW$BAC
$736M
134 positions
#16HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$SCHW$AMGN$TJX$UNP
$407M
49 positions
#17United BankPassive
Some overlap · 3 shared positions
$FLEX$KO$TJX
$301M
124 positions
#18FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$AMN$AMGN$SCHW$BAC
$242M
73 positions
#19CONNABLE OFFICE INCActive
Some overlap · 4 shared positions
$FLEX$COP$KO$HON
$1.0B
224 positions
#20Aaron Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$FLEX$AMGN$BAC$MCK
$1.8B
691 positions
#21WOLFF WIESE MAGANA LLCPassive
Some overlap · 5 shared positions
$SCHW$AMGN$MCK$KO$UNP
$181M
983 positions
#22McIlrath & Eck, LLCPassive
Some overlap · 3 shared positions
$SCHW$AMN$DDOG
$1.3B
1,645 positions
#23GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$SCHW$AMGN$KO$BAC
$854M
145 positions
#24Tillman Hartley LLCActive
Some overlap · 4 shared positions
$SCHW$AMN$COP$KO
$398M
88 positions
#25Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$AMN$SOLV$TJX$COP$BAC
$98M
68 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.